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Virtual Campfire: Segmentation/Personalization
RegisterJoin a lively conversation with fellow accounting marketers as we explore the essentials of personalization and segmentation in our field. This session offers a chance to share experiences and learn how firms are creatively tailoring their marketing content and campaigns to diverse audiences. We’ll discuss real-world examples of successful personalization and segmentation across various channels, providing insights into current trends and best practices.
SME
Alison Simons, Simons Marketing
Alison (she/her) for seven great years, she was the head of marketing for a regional CPA firm where she would joke “if it’s not a tax return or an audit, it crosses my desk.” In 2013 she became an entrepreneur with the founding of Simons Marketing. In order to serve more clients, she attracted a team of really amazing people who focus on specialty areas within marketing because (get ready for one of her catch phrases) “Marketing is one word that means a lot of things” and it’s all too much for any one person to be good at. So, now she focused on working directly with clients on strategies to help them reach their goals while overseeing more of the activities. Simons Marketing is an independent member of the BDO Alliance.
Facilitators
- Raissa Evans, Weaver
- Alyson Fieldman, RockIt Results
- Kelsey Brewer, McGuire Sponsel